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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $50 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 1499 SE TECH CENTER PL. · VANCOUVER, WA 98683 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,813 | $43,423-88.9% | $78,676-93.9% | $55,167-91.3% |
| Participation rate | 57.3% | 68.0%-10.8pp | 73.6%-16.3pp | 69.0%-11.7pp |
| Annual return | 38.70% | 11.53%+27.2pp | 62.19%-23.5pp | 169.23%-130.5pp |
| Employer contribution / active EE | $544 | $1,997-72.8% | $2,850-80.9% | $1,963-72.3% |
| Participant deferral / active EE | $1,240 | $2,509-50.6% | $3,517-64.7% | $3,054-59.4% |
| Admin fee / account holder | $1 | $416-99.9% | $4,510-100.0% | $504-99.9% |